The 4% rule might be a little outdated for 2026.

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

The "bucket" strategy involves dividing your assets by different time periods. This approach can work well, but it's not perfect, or best for everyone. Consider it as a possible plan you might use, ...

In the decades since financial planning guru Harold Evensky first outlined the concept of segmenting assets into different "buckets," financial advisors and clients alike have gravitated toward the ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...